Category: Finance
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đź’» Parse PDFs with LlamaParse & Save to Airtable
Who is this for?This workflow is ideal for finance teams, accountants, and business operations managers who need to streamline invoice processing. It is particularly helpful for organizations seeking to reduce manual entry errors and improve efficiency in managing billing information. What problem does this workflow solve?Manually processing invoices can be time-consuming and error-prone. This automation…
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đź’Ľ Build a Financial Documents Assistant with Qdrant and Mistral.ai
This n8n workflow demonstrates how to manage your Qdrant vector store when there is a need to keep it in sync with local files. It covers creating, updating, and deleting vector store records, ensuring our chatbot assistant is never outdated or misleading. DisclaimerThis workflow depends on local files accessed through the local filesystem and so…
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đź’° Extract Spending History from Gmail to Google Sheets
How it works Fetch transaction notification emails (including attachments). Clean up data. Let AI (Basic LLM Chain node) generate bookkeeping item. Send to Google Sheet. Details The example fetches email from Gmail labels, suggested using filters to automatically organize email into the labels. Data will be sent to the “raw data” sheet. Example Google Sheet:Link…
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🚀 Automated Financial Tracker: Telegram Invoices to Notion with AI Reports
Automated Financial Tracker: Telegram Invoices to Notion with AI Summaries & Reports Tired of manually logging every expense? Streamline your financial tracking with this powerful n8n workflow! Snap a photo of your invoice in Telegram, and let AI (powered by Google Gemini) automatically extract the details, record them in your Notion database, and even send…
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🔄 Reconcile Rent Payments with Excel and OpenAI
This n8n workflow is designed to work on the local network and assists with reconciling downloaded bank statements with internal tenant records to quickly highlight any issues with payments such as missed or late payments or those of incorrect amounts. This assistant can then generate a report to quickly flag attention to ensure remedial action…